1) To calculate a participant's RMD, you will first open the plan in Relius.

2) Select Processing > Plan Maintenance > Required Minimum Distributions

3) Ensure the appropriate distribution calendar year is selected for the RMD you are seeking to calculate then click search. (Ex. if this is for RMD due in December 2025, 2025 should be selected. If you are trying to calculate a prior year's RMD, select 2022 or whatever the appropriate year is.) This will bring up the list of participants who may be required to take an RMD.

4) Select the participant and click the print icon.

RMD is shown above. 

*Please note Roth amounts will no longer be included if applicable as the IRS no longer requires RMDs from Roth funds.

Manual Calculations

If manual RMD calculation is ever needed, you can also plug the participant's prior year end balance into online calculators at this link: https://www.schwab.com/ira/ira-calculators/rmd.